Hiren Ved of Alchemy Capital suggests focusing on capital market plays due to their structural growth, outperforming large private banks recently. While valuations seem high, he advises assessing PEG ratio, considering earnings growth. He acknowledges EMS sector’s potential, cautioning about stretched valuations and the need for a long-term investment horizon.
ETMarkets Smart Talk| India’s IPO boom far from over: $20 billion pipeline seen in 2026, explains Maulik Patel
India’s capital markets are poised for a strong 2026, with IPO momentum expected to continue and an estimated $20 billion in fundraising. Robust domestic liquidity,